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1745 South Naperville Road, Suite 100, Wheaton, IL 60189

(630) 988-1505

About

Not a Broker…A Fiduciary Advisor Works for You!

With over 25 year of experience, Paul Daly is a Financial Advisor that has a fiduciary responsibility to his clients. This means he has a level of care for his clients in which their best interest must always be at the center of any financial planning strategies with transparency and honesty.

Our Primary Purpose

That means that Paul does not answer to some large, faceless company up on Wall Street. There are no sales goals to reach, and he is not forced to sell any one product or service. He is truly and independent advisor that is process driven and not product driven.

That is different from the brokerage and insurance world. Their level of care is not considered a fiduciary relationship.

That is why OMH and Paul Daly should be your trusted advisor.

Serving With Excellence

We have no hidden agenda. Our intentions are clear. OMH Partner Group has set itself up to provide for the needs of those looking to retire or are in retirement.

Client Centered

With an almost endless array of tools at our disposal, we can serve your financial needs. Some of the services we offer, or just call and we can talk to see if we are a good fit for your needs.

  • Retirement Planning
  • Executive Coaching
  • Income Planning
  • Social Security Planning
  • Legacy Building
  • Fixed, Fixed Indexed, and Variable Annuities
  • Tactically Managed Investments
  • 401K/IRA Direct Transfers
  • ROTH IRA Conversions

Process Focused, Not Product Focused

When you first come in to meet with Paul, you will not have to listen about products or a sales pitch. That is not how we do things.

At our first meeting, we learn your goals and how we can develop a plan that gets you where you want to be. In other words, we will take a “financial snapshot” to see where you are and where you want to go.

Without a plan, there is no way any product or service can get you to achieve your financial dreams..

We have found that the more educated our clients are, the easier it is for them to sleep soundly at night. They sleep well because they now have a plan with just the right amount of liquidity, protection, and managed risk that they want. They understand how their assets are working together to prepare a successful retirement for them. We like to call it the “sleep at night factor.”

“OMH Partner Group wants to change the way people think about their portfolios. A strategy that gives them a common sense solution that they control. Something simple and easy to understand, rethink your financial future!”

–Paul Daly, President of OMH Partner Group, Inc.

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